Sarver Vrooman Wealth Advisors Raises Holdings in iShares iBonds Dec 2031 Term Corporate ETF $IBDW

Sarver Vrooman Wealth Advisors boosted its position in iShares iBonds Dec 2031 Term Corporate ETF (NYSEARCA:IBDW) by 1.2% in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 2,220,499 shares of the company’s stock after purchasing an additional 26,318 shares during the quarter. iShares iBonds Dec 2031 Term Corporate ETF makes up approximately 27.5% of Sarver Vrooman Wealth Advisors’ investment portfolio, making the stock its 2nd largest holding. Sarver Vrooman Wealth Advisors owned about 1.88% of iShares iBonds Dec 2031 Term Corporate ETF worth $46,109,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of IBDW. Ballast Advisors LLC purchased a new position in shares of iShares iBonds Dec 2031 Term Corporate ETF in the 1st quarter worth approximately $30,000. Ascentis Independent Advisors bought a new position in shares of iShares iBonds Dec 2031 Term Corporate ETF during the 1st quarter worth approximately $63,000. BOKF NA purchased a new stake in iShares iBonds Dec 2031 Term Corporate ETF during the fourth quarter valued at approximately $69,000. Harbor Investment Advisory LLC lifted its position in iShares iBonds Dec 2031 Term Corporate ETF by 95.1% during the first quarter. Harbor Investment Advisory LLC now owns 5,981 shares of the company’s stock valued at $125,000 after acquiring an additional 2,916 shares during the last quarter. Finally, Bogart Wealth LLC boosted its stake in iShares iBonds Dec 2031 Term Corporate ETF by 19.9% in the fourth quarter. Bogart Wealth LLC now owns 6,291 shares of the company’s stock valued at $133,000 after acquiring an additional 1,043 shares in the last quarter.

iShares iBonds Dec 2031 Term Corporate ETF Stock Down 0.2%

NYSEARCA IBDW opened at $20.58 on Tuesday. The firm’s fifty day simple moving average is $20.74 and its two-hundred day simple moving average is $20.93. iShares iBonds Dec 2031 Term Corporate ETF has a 12-month low of $20.55 and a 12-month high of $21.78.

iShares iBonds Dec 2031 Term Corporate ETF Profile

The iShares iBonds Dec 2031 Term Corporate ETF (IBDW) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a Bloomberg index composed of USD-denominated, investment-grade corporate bonds maturing between January 1, 2031 and December 15, 2031. IBDW was launched on Jun 22, 2021 and is managed by BlackRock.